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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,262 | $160,028+100.8% | $147,080+118.4% | $145,884+120.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.35% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $4,340 | $5,286-17.9% | $4,933-12.0% | $4,662-6.9% |
| Participant deferral / active EE | $7,621 | $8,422-9.5% | $8,066-5.5% | $6,690+13.9% |
| Admin fee / account holder | $1,513 | $15,030-89.9% | $12,989-88.4% | $13,392-88.7% |